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Upturn AI SWOT - About
Income Opportunity Realty Investors (IOR)
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Upturn Advisory Summary
08/28/2025: IOR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 18.58% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 76.85M USD | Price to earnings Ratio 17.34 | 1Y Target Price - |
Price to earnings Ratio 17.34 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.06 | 52 Weeks Range 15.69 - 19.30 | Updated Date 06/29/2025 |
52 Weeks Range 15.69 - 19.30 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.09 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) -0.21% | Return on Equity (TTM) 3.69% |
Valuation
Trailing PE 17.34 | Forward PE - | Enterprise Value 75068293 | Price to Sales(TTM) 12.43 |
Enterprise Value 75068293 | Price to Sales(TTM) 12.43 | ||
Enterprise Value to Revenue 12.39 | Enterprise Value to EBITDA 13.29 | Shares Outstanding 4066180 | Shares Floating 361646 |
Shares Outstanding 4066180 | Shares Floating 361646 | ||
Percent Insiders 90.98 | Percent Institutions 0.24 |
Upturn AI SWOT
Income Opportunity Realty Investors
Company Overview
History and Background
Income Opportunity Realty Investors, Inc. (IOT) was incorporated in 1985 as a real estate investment trust (REIT). It focuses on acquiring, owning, and operating real estate assets.
Core Business Areas
- Real Estate Investments: Acquisition, ownership, and management of commercial real estate properties, including office buildings and industrial properties.
- Real Estate Operations: Leasing and property management activities related to its real estate portfolio.
Leadership and Structure
Gene E. Phillips serves as the Chairman and CEO. The company is structured with a board of directors and executive management team responsible for strategic direction and operational oversight.
Top Products and Market Share
Key Offerings
- Office Buildings: Leasing of office spaces to tenants. The REIT competes with other commercial property owners and managers in the respective markets it operates in. Market share data specific to IOT's office holdings is not readily available. Competitors include other local and national REITs and private real estate owners.
- Industrial Properties: Leasing of industrial spaces to tenants. Market share data specific to IOT's industrial holdings is not readily available. Competitors include other local and national REITs and private real estate owners.
Market Dynamics
Industry Overview
The commercial real estate industry is influenced by factors such as economic growth, interest rates, and occupancy rates. Demand for office and industrial space can fluctuate based on market conditions.
Positioning
Income Opportunity Realty Investors is a smaller REIT focused on opportunistic real estate investments. Its competitive advantages may include local market knowledge and ability to acquire undervalued properties.
Total Addressable Market (TAM)
The TAM for commercial real estate is substantial, valued in the trillions of dollars. IOT is a relatively small player positioned to capture niche opportunities in specific markets.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Established REIT Structure
- Opportunistic Investment Approach
Weaknesses
- Small Market Capitalization
- Limited Geographic Diversification
- High Dependence on Key Tenants
Opportunities
- Acquisition of Distressed Assets
- Expansion into New Markets
- Increase in Occupancy Rates
Threats
- Economic Downturn
- Rising Interest Rates
- Increased Competition
Competitors and Market Share
Key Competitors
- DRE
- SLG
- VNO
Competitive Landscape
Income Opportunity Realty Investors faces strong competition from larger, more established REITs with greater resources and wider geographic reach. Its ability to compete depends on identifying and capitalizing on niche investment opportunities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends are not readily available without recent financial data.
Future Projections: Future growth projections are not available without analyst estimates.
Recent Initiatives: Recent strategic initiatives are not easily identifiable without accessing recent press releases or financial reports.
Summary
Income Opportunity Realty Investors is a small REIT focused on opportunistic real estate investments. Its small market cap and limited diversification pose challenges, but its experienced management team and ability to acquire undervalued assets could drive growth. Economic downturns and increased competition represent significant threats. Financial data needs to be checked for most current assessment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Financial News Sources
- Market Data Providers
Disclaimers:
The information provided is based on limited publicly available data and general industry knowledge. It is not financial advice and should not be used as the sole basis for investment decisions. Consult with a qualified financial advisor before making any investment decisions. Market share estimates are approximate and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Income Opportunity Realty Investors
Exchange NYSE MKT | Headquaters Dallas, TX, United States | ||
IPO Launch date 1992-03-17 | President & CEO Mr. Erik L. Johnson CPA | ||
Sector Financial Services | Industry Mortgage Finance | Full time employees - | Website https://www.incomeopp-realty.com |
Full time employees - | Website https://www.incomeopp-realty.com | ||
Income Opportunity Realty Investors, Inc., a Dallas-based real estate investment company, currently holds a portfolio of notes receivable. The Company invests in real estate through direct equity ownership and partnerships.
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